Docuity — Document Intelligence for Commercial Real Estate
Document IntelligenceFor Commercial Real Estate

Stop searching. Start knowing.

Ask one question across thousands of project documents. Get verified answers with exact page citations, in minutes, not days.

Join the Beta Waitlist → See how it works
Now in early access · Limited Beta cohorts opening soon
Industrial Development · Phase 1
Live
Project Knowledge Base Live sync · last update 4 min ago
Document
Repositories
Cloud
Storage
Email
Systems
Project
Software
Knowledge Base
indexed · graph-linked
Always Current
answers, citations, alerts
Connected sources Indexed continuously Reflected instantly

Every project file, email, transcript, plan set, and field log syncs from where your team already works. Docuity recognizes every change, down to a single word edited in a clause or a renamed sheet, and re-indexes silently.

1,247 documents 3,892 emails 214 transcripts 47 plan sets 86 field logs
You Ask
Show me every condition tied to grading permit issuance. Flag anything not in the current grading plan.
Docuity Answers
Reasoned across4 instruments
Resolved847 clauses
Cross-references12
Found 25 obligations tied to grading permit issuance across 4 instruments. 17 are incorporated into the civil engineer's grading plan v4.2. 5 are pending agency sign-off, all in active scope. 3 are unaddressed. Most critically, a biological mitigation measure requiring a pre-construction survey by a qualified biologist within 30 days of ground disturbance. The current grading start date is 22 days out and no survey is scheduled. Triggered by both Mitigation Measure MM-BIO-3 and Condition of Approval §4.7, with verification language in the Settlement Developer Obligations Matrix at row 22.
Clickable Citations
Resolution PC_Resolution_COA.pdf · §4.2, §4.7, §6.1
Mitigation EIR_MMRP.pdf · MM-AIR-2, MM-BIO-1, MM-BIO-3
Agreement Development_Agreement.pdf · §3.4(b), §5.1
Settlement Developer_Obligations.xlsx · rows 14, 22, 29
+ 2 more sources (grading plan, biology report)
Docuity Also Surfaced things you didn't ask about
01

The SWPPP referenced in your grading plan was approved against an earlier site layout. Plan v4.2 expanded the disturbance area by 2.3 acres, which may require RWQCB resubmittal before grading.

02

Your biological consultant's contract expired 14 days ago. The pre-construction survey requires a qualified biologist under contract at time of survey.

03

A March 14 email from the city planner mentioned a new tribal consultation requirement under AB 52. No follow-up correspondence is on record.

Download Deliverables
Generate Compliance Matrix .xlsx
Generate Pre-Grading Risk Memo .docx

Your documents hold the answers.
Finding them
shouldn't take all day.

Thousands of pages across the EIR, loan documents, construction budgets, and lease agreements. When the question comes up, you shouldn't have to dig through file after file to find the answer.

5,000+
Avg. documents per CRE project
Project-Path benchmark, active engagements
9.3hrs
Per week spent searching for information
McKinsey Global Institute
$19,732
Annual productivity lost to document search per knowledge worker
IDC, Hidden Costs of Information Work
61%
Of construction firms report serious problems from isolated data silos
KPMG, Construction 4.0 (2023)
How Docuity Works

Four steps between you and every answer your project documents contain.

Step 01

Connect your documents

Point Docuity at your project folders. Dropbox, SharePoint, Google Drive, or local files. Docuity ingests, indexes, and understands every page across every document.

Step 02

Ask in plain English

Ask the way you'd ask a senior associate who's read every document on the project. No keywords, no Boolean search. Just ask what you need to know.

Step 03

Get verified answers

Receive precise answers with exact citations. Document name, section, and page number. Every answer is traceable so you can verify and trust it completely.

Step 04

Generate deliverables

Turn answers into finished work product. Docuity drafts Word memos, builds Excel matrices, and writes email responses, all sourced from your project documents.

The Platform

One platform. Four powerful products.

A complete document intelligence platform purpose-built for commercial real estate, from the Q&A engine to the knowledge graph to automated workflows that produce the Excel and Word deliverables your team actually uses.

Q&A Intelligence

Docuity Inquire

Ask questions in plain English across your entire project library. Get verified answers with exact citations, traced to the document, section, and page.

Project Library

Docuity Library

Your entire project library, indexed, connected through a knowledge graph, and always current. Automatic change detection means every answer reflects the latest version of the truth.

Output & Production

Docuity Deliverables

Pre-built and custom workflows for entitlements tracking, vendor scope and billing verification, covenant monitoring, and tenant compliance review. Ask one question. Receive a working Excel tracker, Word report, or email — or just the answer, if that's all you need.

Source Integrations

Docuity Bridge

Works where you already work. Connect Dropbox, SharePoint, Google Drive, and more. Your documents stay in place. Docuity indexes them where they live, with no migration, no duplication, and no new system to manage.

Built on Real CRE Workflows

Built around the
documents, decisions,
and deadlines define
commercial real estate.

Across asset classes
and across the full project lifecycle.
A single query becomes a finished deliverable.

Query
"Summarize the material risks in this acquisition and tell me what's missing from the data room."
Cross-Check
Docuity reviews the OM, T-12, rent roll, Phase I ESA, and title commitment, then cross-checks the rent roll against the recorded leases to flag tenants on the rent roll without an executed lease in the data room.
Deliverable

Acquisition Risk Memo

A Word memo with risk summary, document-by-document findings, and a checklist of missing items to request from the seller before LOI.
Word document
Query
"Show me every condition of approval tied to grading permit issuance and confirm we've addressed each one."
Cross-Check
Docuity pulls every COA referencing grading from the resolution, then cross-checks each one against the approved grading plan, the MMRP, and the development agreement to flag any conditions not yet incorporated into design.
Deliverable

Compliance Matrix

An Excel matrix with each condition, the document where it's addressed, the page reference, the responsible party, and the current status.
Excel workbook
Query
"Pull together the quarterly covenant compliance package for the lender."
Cross-Check
Docuity reads the loan agreement covenants, then cross-checks the latest financial statements, rent roll, and operating budget against each required ratio and reporting threshold, flagging any covenant approaching its trigger.
Deliverable

Covenant Compliance Package

A formatted Word certificate ready for officer signature, with an Excel backup showing the calculation and source citation for each metric.
Word + Excel
Query
"What's our total TI exposure across the portfolio and which leases are coming up on critical dates?"
Cross-Check
Docuity abstracts every lease, cross-checks each TI commitment against signed completion certificates and draw history to calculate remaining unfunded exposure, and surfaces every renewal option, expansion right, and termination window in the next 18 months.
Deliverable

Portfolio Dashboard

An Excel portfolio dashboard with TI exposure by asset, by tenant, and by quarter, plus a critical dates calendar with 60, 90, and 180-day alert flags.
Excel workbook
Query
"Draft a response to the tenant asking about their HVAC repair obligation."
Cross-Check
Docuity reads the executed lease, then cross-checks the work letter, the latest assignment or amendment, and the building rules and regulations to confirm whose obligation the repair actually is, including any exclusions or caps.
Deliverable

Tenant Response Email

A draft email response citing the specific lease section and page, with the relevant clauses pasted in for reference, ready for review and send.
Email draft
Why Docuity

Built for how
CRE professionals
actually work.

Whether you're managing entitlements, structuring debt, or tracking construction draws, Docuity speaks your language.

Development

Land Use Entitlements & Permitting

Navigate complex entitlement and permitting processes with every condition of approval, mitigation measure, and settlement requirement instantly searchable.

  • Reconcile site plan revisions against the technical studies and assumptions in the environmental impact report
  • Track environmental impact mitigation measures across design and construction
  • Level bids against entitlement conditions and prior scopes to surface gaps, exclusions, and pricing assumptions
  • Track every open item required to issue, maintain, and release permits, bonds, and entitlement conditions
Finance

Loan Compliance & Deal Analysis

Give lenders and investors the precise numbers they need, pulled directly from source documents with full audit trails.

  • Surface buried covenant triggers across loan documents
  • Identify cross-default and cross-collateralization exposure
  • Compare term sheet commitments against final executed documents
  • Trace promote and waterfall calculations to JV agreement language
Construction

Budget Tracking & Project Coordination

Keep every vendor, every invoice, and every change order connected to the contracts and budgets they belong to.

  • Trace change order pricing back to the schedule of values and unit cost build-ups
  • Audit pay applications for unapproved scope, double-billed line items, or missing backup
  • Track delay claims and time-extension requests against contract notice provisions
  • Surface punch list and closeout items tied to specific contract requirements and warranty obligations
Asset Management

Lease Operations & Portfolio Oversight

Stay on top of every lease, amendment, and tenant obligation across your portfolio with answers grounded in the executed documents.

  • Surface co-tenancy, exclusive use, and radius restriction obligations buried in lease language
  • Reconcile CAM and operating expense pass-throughs against the actual lease provisions, not the abstract
  • Flag tenant compliance gaps in insurance, signage, and use clauses
  • Track landlord performance obligations and capital commitments tied to lease amendments
What's Live · What's Coming

In active development with select pilot users.

Beta access opens in cohorts. Here's exactly where we are.

Live in Pilot

Today

  • Q&A across multi-document project libraries
  • Citation-verified answers with page-level traceability
  • SharePoint, Dropbox, and Google Drive ingestion
  • Word memos, Excel matrices, and email drafts as deliverables
Early Access

Be first in the door.

Docuity opens Beta access in limited cohorts starting later this year. Join the waitlist to lock in your spot.

01
First cohort access when Beta opens to the public
02
Locked-in early pricing before public launch rates apply
03
Direct founder access during onboarding and beyond
No commitment. We'll only email when there's something real to share.
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